3,344 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 1,305 increasing their positions, 1,254 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,344
Holders Change
+128
Holders Change %
+3.98%
% of All Funds
44.81%
Holding in Top 10
120
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.66%
% of All Funds
1.61%
New
301
Increased
1,305
Reduced
1,254
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
801
Douglass Winthrop Advisors
New York
$5.38M +$14.7K +50 +0.3%
AIA
802
AIMZ Investment Advisors
California
$5.37M -$103K -348 -2%
CB
803
Cadence Bank
Mississippi
$5.36M +$368K +1,248 +7%
BA
804
Birinyi Associates
Connecticut
$5.36M +$805K +2,730 +18%
GI
805
GAMCO Investors
Connecticut
$5.35M -$38.3K -130 -0.7%
MYIA
806
Mount Yale Investment Advisors
Colorado
$5.34M -$534K -1,813 -9%
OIAM
807
OFI Invest Asset Management
France
$5.33M +$978K +3,896 +23%
LFG
808
Larson Financial Group
Missouri
$5.32M +$432K +1,465 +9%
SWMG
809
Signature Wealth Management Group
Georgia
$5.32M -$141K -479 -3%
CWM
810
C2C Wealth Management
Arizona
$5.31M
ITC
811
Inspire Trust Company
Nevada
$5.31M +$295K +1,000 +6%
MWM
812
Mission Wealth Management
California
$5.3M +$109K +370 +2%
HTC
813
Haverford Trust Company
Pennsylvania
$5.3M -$99.9K -339 -2%
Fayez Sarofim & Co
814
Fayez Sarofim & Co
Texas
$5.28M -$426K -1,446 -7%
Bank Julius Baer & Co
815
Bank Julius Baer & Co
Switzerland
$5.27M +$3.69M +12,534 +234%
MP
816
McDonald Partners
Ohio
$5.27M -$60K -203 -1%
PIM
817
Plato Investment Management
Australia
$5.26M +$660K +2,247 +14%
ANTB
818
AMG National Trust Bank
Colorado
$5.25M +$56.3K +191 +1%
NSEDCP
819
NJ State Employees Deferred Compensation Plan
New Jersey
$5.25M
PCTC
820
Perkins Coie Trust Company
Washington
$5.24M -$192K -652 -4%
PWMAG
821
Pinnacle Wealth Management Advisory Group
New Jersey
$5.24M +$122K +415 +2%
MA
822
Montag & Associates
Georgia
$5.24M -$187K -634 -3%
NAM
823
NTV Asset Management
West Virginia
$5.23M +$29.5K +100 +0.6%
DWA
824
Dorsey Wright & Associates
California
$5.22M +$5.22M +17,698 New
CCG
825
Cypress Capital Group
Florida
$5.21M +$260K +881 +5%